Stover Financial Planning
Stover Financial Planners are a Devon-based firm of independent financial advisers, led by Chartered Financial Planner Peter Blackburn. They provide personalised financial planning, retirement advice and wealth management services, helping individuals, families and business owners achieve their long-term financial goals.
Project overview
The brief
luketom designed and developed a bespoke, secure web application for Stover Financial Planners, allowing clients to complete and update their financial information online through a simple, user-friendly portal. The system streamlines client onboarding and annual financial reviews, automatically generating fact-find PDFs, Excel financial summaries and attitude-to-risk questionnaires, significantly reducing administration time and improving efficiency for both clients and advisers.
Stover Financial Planners have worked closely with luketom on its digital presence, including a bespoke client portal designed to streamline processes and improve efficiency
Client testimonial
“11/10 guys, really polished - I can't thank you enough - its absolutely brilliant... I didn't have to spend 9 hours explaining - you just got it!”
PETER BLACKBURNOWNER
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